PWMAG
Pinnacle Wealth Management Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Sell |
15,148
-726
| -5% | -$203K | 0.35% | 61 |
|
|
2025
Q1 | $4.11M | Buy |
15,874
+3,813
| +32% | +$986K | 0.38% | 62 |
|
|
2024
Q4 | $3.19M | Sell |
12,061
-144
| -1% | -$38K | 0.3% | 72 |
|
|
2024
Q3 | $3.22M | Buy |
12,205
+273
| +2% | +$72K | 0.31% | 72 |
|
|
2024
Q2 | $2.89M | Buy |
11,932
+30
| +0.3% | +$7.26K | 0.3% | 76 |
|
|
2024
Q1 | $2.97M | Buy |
11,902
+313
| +3% | +$78.2K | 0.32% | 72 |
|
|
2023
Q4 | $2.7M | Buy |
11,589
+1,809
| +18% | +$421K | 0.32% | 74 |
|
|
2023
Q3 | $2.04M | Buy |
9,780
+688
| +8% | +$143K | 0.26% | 80 |
|
|
2023
Q2 | $2M | Buy |
9,092
+708
| +8% | +$156K | 0.25% | 84 |
|
|
2023
Q1 | $1.77M | Buy |
8,384
+744
| +10% | +$157K | 0.24% | 83 |
|
|
2022
Q4 | $1.56M | Sell |
7,640
-2,119
| -22% | -$432K | 0.23% | 88 |
|
|
2022
Q3 | $1.83M | Buy |
9,759
+490
| +5% | +$92.1K | 0.3% | 76 |
|
|
2022
Q2 | $1.83M | Sell |
9,269
-4,805
| -34% | -$947K | 0.29% | 79 |
|
|
2022
Q1 | $3.35M | Buy |
14,074
+883
| +7% | +$210K | 0.48% | 58 |
|
|
2021
Q4 | $3.36M | Buy |
13,191
+4,175
| +46% | +$1.06M | 0.55% | 51 |
|
|
2021
Q3 | $2.14M | Buy |
9,016
+490
| +6% | +$116K | 0.5% | 54 |
|
|
2021
Q2 | $2.02M | Buy |
8,526
+1,143
| +15% | +$271K | 0.47% | 54 |
|
|
2021
Q1 | $1.63M | Buy |
7,383
+20
| +0.3% | +$4.43K | 0.46% | 57 |
|
|
2020
Q4 | $1.52M | Buy |
7,363
+10
| +0.1% | +$2.07K | 0.46% | 58 |
|
|
2020
Q3 | $1.3M | Buy |
7,353
+4,025
| +121% | +$709K | 0.45% | 62 |
|
|
2020
Q2 | $545K | Sell |
3,328
-135
| -4% | -$22.1K | 0.2% | 104 |
|
|
2020
Q1 | $456K | Sell |
3,463
-1,222
| -26% | -$161K | 0.22% | 97 |
|
|
2019
Q4 | $835K | Sell |
4,685
-225
| -5% | -$40.1K | 0.31% | 86 |
|
|
2019
Q3 | $823K | Buy |
4,910
+140
| +3% | +$23.5K | 0.34% | 83 |
|
|
2019
Q2 | $797K | Buy |
4,770
+140
| +3% | +$23.4K | 0.34% | 83 |
|
|
2019
Q1 | $744K | Sell |
4,630
-25
| -0.5% | -$4.02K | 0.34% | 85 |
|
|
2018
Q4 | $643K | Sell |
4,655
-3,150
| -40% | -$435K | 0.35% | 90 |
|
|
2018
Q3 | $1.28M | Buy |
7,805
+40
| +0.5% | +$6.57K | 0.63% | 48 |
|
|
2018
Q2 | $1.22M | Buy |
7,765
+15
| +0.2% | +$2.36K | 0.66% | 45 |
|
|
2018
Q1 | $1.2M | Buy |
7,750
+5,295
| +216% | +$816K | 0.68% | 47 |
|
|
2017
Q4 | $380K | Hold |
2,455
| – | – | 0.21% | 100 |
|
|
2017
Q3 | $361K | Buy |
2,455
+105
| +4% | +$15.4K | 0.21% | 107 |
|
|
2017
Q2 | $335K | Sell |
2,350
-125
| -5% | -$17.8K | 0.21% | 109 |
|
|
2017
Q1 | $345K | Hold |
2,475
| – | – | 0.24% | 95 |
|
|
2016
Q4 | $326K | Buy |
2,475
+25
| +1% | +$3.29K | 0.23% | 90 |
|
|
2016
Q3 | $317K | Buy |
+2,450
| New | +$317K | 0.24% | 93 |
|